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Bona Financial Group LLC

500 West Putnam Avenue, Suite 400
Greenwich, CT 06830

Phone:

203-742-1463

E-mail:

Real Wealth Media

You can access interesting topics on my new podcast!

Contact Us

Please feel free to contact us with any questions.

Welcome

Smiling man in a dark suit with a striped tie.

If what you THOUGHT to be true about . . . 

​

  • How you finance and pay your mortgage

  • Income taxes

  • How you fund and distribute your retirement plans

  • How you pay for college

  • How you finance and pay for major purchases such as cars, etc...

turned out NOT to be true, WHEN would you want to know? 

I take a unique approach with my clients by helping them find money they are currently losing unknowingly and unnecessarily. I do that by helping you focus on the losses and inefficiencies in your financial life.  Experience has shown that I can have a bigger impact on your financial success by helping you avoid the losses than by helping you pick the winners.

​

I encourage you to take advantage of a Complimentary Financial Consultation where I will show you:

​

 

  • How to become a Wealth Creator versus a Debtor or Saver

  • How you can capitalize on the power of compound interest

  • Ways to enhance access to your money providing greater liquidity, use, and control

  • Strategies to minimize the losses you may be experiencing because of how you pay for major capital purchases like buying cars and sending your kids to college

  • The benefits associated with various savings vehicles


You will also receive a FREE RETIREMENT REPORT that will answer these questions:

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  • What rate of return do I have to earn on my savings and investments in order to retire at my current standard of living? 

  • What is the minimum amount of money I need to be saving each year to enjoy my present lifestyle during retirement? 

  • How long will I have to work before I can retire and be able to enjoy my present standard of living until my life expectancy? 

  • How much will I have to reduce my present standard of living to make my money last to my life expectancy?

​

To schedule your consultation call me at 203-742-1463 or e-mail me at info@bonafinancialgroup.com. I look forward to visiting with you.

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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How much do you need to save each year to meet your long-term financial goals?

This calculator can help you determine how soon you can pay off your mortgage.

How much will it cost to pay off a loan over its lifetime?

Estimate the future value of your current savings.

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